Priti Shah

Operations Manager
Priti Shah headshot

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Priti Shah

Operations Manager

Priti Shah is the Operations Manager at Shah Wealth Advisors, bringing over two decades of dedicated experience to the family practice she helped build alongside her husband and firm founder, Sidd Shah. Joining the team in 2002, Priti drew on her previous decade-long career in IT to build out the firm’s foundational technology and operations landscape from the ground up.

Today, she remains the organizational heartbeat of the office. Known for her keen attention to detail and an infectiously positive attitude, Priti oversees high-level operational decision-making and manages the essential day-to-day internal functions — from payroll to office logistics. Her steady guidance ensures the team stays organized and the practice
runs seamlessly.

Outside of work, Priti’s favorite moments are spent with her family, whether they are traveling together to destinations like Cabo and India, or simply catching up on life with her two sons over coffee or chai. Closer to home in Chino Hills, she enjoys getting together with friends and trying out local Mexican, Indian, and Thai restaurants. She stays active by hitting her goal of walking 10,000 steps a day, and when it’s time to unwind, she loves relaxing with crime-solving shows like The Lincoln Lawyer or lighter favorites like Emily in Paris.

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Meet our team
  • Siddharth Shah

    CPA, MS, APMA®, CRPC
    CEO, President, Lead Financial Advisor
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  • Nihar Shah

    CFP®, APMA®
    Financial Advisor
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  • Arpy Raval

    CFP®, APMA®
    Financial Advisor
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  • Maria Ojeda Partida

    CRPS
    Associate Financial Advisor
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  • Jesse Aguilar

    Investment Operations Associate
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  • Priti Shah

    Operations Manager
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  • Jessica Miller

    Office Manager
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  • Zainab Baig

    Client Service Specialist
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